Filed March 28, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,227 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,170 | $97,018-91.6% | $149,696-94.5% | $106,222-92.3% |
| Participation rate | 80.0% | 67.0%+13.0pp | 82.5%-2.5pp | 70.8%+9.2pp |
| Annual return | 14.99% | 24.13%-9.1pp | 276.60%-261.6pp | 21.69%-6.7pp |
| Employer contribution / active EE | $1,184 | $2,520-53.0% | $4,644-74.5% | $2,723-56.5% |
| Participant deferral / active EE | $0 | $5,988-100.0% | $6,842-100.0% | $4,600-100.0% |
| Admin fee / account holder | $2 | $72-97.5% | $9,309-100.0% | $78-97.7% |